Retirement Wealth Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Retirement Wealth Solutions’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.6K	Sell	72 -31	-30%	-$6.58K	0.01%	174
2026 Q1	$22.3K	Hold	103	–	–	0.01%	130
2025 Q4	$26.7K	Hold	103	–	–	0.02%	134
2025 Q3	$31.9K	Hold	103	–	–	0.02%	119
2025 Q2	$33K	Hold	103	–	–	0.02%	114
2025 Q1	$35.6K	Sell	103 -80	-44%	-$25.3K	0.03%	98
2024 Q4	$52.5K	Buy	+183	New	+$53.3K	0.04%	83

Other funds holding AJG

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Retirement Wealth Solutions's AJG Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Arthur J. Gallagher & Co (AJG) stake by 30% in Q2 2026, selling an estimated $6.58K and leaving 72 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #174.

Retirement Wealth Solutions first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.5K in Q4 2024. 172 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Retirement Wealth Solutions held 72 shares of Arthur J. Gallagher & Co worth $16.6K as of Q2 2026.
Retirement Wealth Solutions sold 31 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.58K.
Arthur J. Gallagher & Co made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #174 holding.
Retirement Wealth Solutions first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Arthur J. Gallagher & Co position peaked at $52.5K in Q4 2024.
172 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.